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The Historical Pipeline Change Detail table displays, for each opportunity included in the historical pipeline data, all changes in stage, probability, and pipeline amount that occurred during the analysis period. The date of the change and the user who made the change are also included.
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In this topic |
If the Historical Pipeline Change Detail table is not visible, click the Change Detail tab.
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Data Item |
Description |
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Stage, probability, and pipeline "before" amount |
The opportunity's stage, probability, and pipeline amount on the indicated date before any changes occurred. |
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Stage, probability, and pipeline "after" amount |
The opportunity's stage, probability, and pipeline amount on the indicated date after the last change occurred. |
For descriptions of the sources of the table data, see Data Sources.
The before and after values for each opportunity and date are the beginning values and ending values for that date. If the value of a tracked item changed more than once on a given date, the table does not show those interim values.
When your firm implements Capture Analytics, it can select two amount fields from opportunity records in GovWin Capture Management to analyze as pipeline. When Capture Analytics stores historical pipeline information, it includes pipeline amounts for each opportunity based on the amounts in each of those fields. As a result, you can use the options under Pipeline Amount to display historical pipeline using amounts from either of those two fields.
The Unweighted and Weighted options under Pipeline Probability Weighting provide the additional option to display either unweighted or weighted historical pipeline amounts. Weighted pipeline amounts are pipeline amounts with the probabilities applied. Capture Analytics calculates the weighted pipeline amount for each opportunity for a given week or month as follows: Historical pipeline amount × (Historical probability ÷ 100).
Click 
to display the table at its
maximum size so you can read it and interact with it more easily. Click
to restore the table to its original size and location
on the tab.
You can narrow the focus of this table in any of the following ways:
To narrow the focus to one opportunity, click that opportunity in the Opportunity column.
To narrow the focus to one or a set of stages, probabilities, or modifying users, use the procedures described above for opportunities but perform them in the Stage Before, Stage After, Probability Before, Probability After, or Changed By column.
If you focus the table in one of these ways, Capture Analytics applies the same change, as appropriate, to all other analytic objects.
To sort the table based on the values in one of the columns, double-click the column heading for that column.
To change the sort order from ascending to descending or from descending to ascending, double-click the column heading of the current sort column.
Click 
to send the data underlying
the table to Microsoft Excel. More...
In addition to the actions described above, you can also do the following:
Print the table.
Email the table.
Export table data to a CSV file.
Attach a note to the table.
For more on these actions, see Print, Email, or Export Analytic Data and Attach Notes to Analytics.